James Investment Research’s United States Lime & Minerals USLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Hold	7,966	–	–	0.12%	162
2025 Q4	$954K	Hold	7,966	–	–	0.1%	167
2025 Q3	$1.05M	Hold	7,966	–	–	0.11%	156
2025 Q2	$795K	Hold	7,966	–	–	0.09%	170
2025 Q1	$704K	Sell	7,966 -242	-3%	-$25.2K	0.09%	177
2024 Q4	$1.09M	Sell	8,208 -2,142	-21%	-$272K	0.13%	141
2024 Q3	$1.01M	Hold	10,350	–	–	0.12%	160
2024 Q2	$754K	Hold	10,350	–	–	0.09%	178
2024 Q1	$617K	Hold	10,350	–	–	0.07%	193
2023 Q4	$477K	Hold	10,350	–	–	0.06%	208
2023 Q3	$416K	Hold	10,350	–	–	0.05%	206
2023 Q2	$432K	Hold	10,350	–	–	0.06%	198
2023 Q1	$316K	Hold	10,350	–	–	0.04%	227
2022 Q4	$291K	Hold	10,350	–	–	0.04%	230
2022 Q3	$212K	Hold	10,350	–	–	0.03%	253
2022 Q2	$219K	Hold	10,350	–	–	0.03%	254
2022 Q1	$240K	Hold	10,350	–	–	0.03%	263
2021 Q4	$267K	Hold	10,350	–	–	0.02%	255
2021 Q3	$250K	Hold	10,350	–	–	0.02%	252
2021 Q2	$288K	Hold	10,350	–	–	0.02%	257
2021 Q1	$277K	Hold	10,350	–	–	0.03%	248
2020 Q4	$236K	Buy	+10,350	New	+$214K	0.02%	249